My guest today is Dylan Patel. Dylan is the founder and CEO of SemiAnalysis. At SemiAnalysis Dylan tracks the semiconductor supply chain and AI infrastructure buildout with unmatched granularity—literally watching data centers get built through satellite imagery and mapping hundreds of billions in capital flows. Our conversation explores the massive industri ... Show More
Nov 19
Ari Emanuel - The Anti-AI Bet - [Invest Like the Best, EP.448]
My guest today is Ari Emanuel. Ari runs one of the most influential portfolios in global sports, entertainment, and media. He oversees TKO, which includes the UFC and WWE, serves as the Executive Chairman of WME Group, and recently founded MARI, a new company focused on global ev ... Show More
1h 1m
Nov 11
Wolfgang Hammer - The Power of Story - [Invest Like the Best, EP.447]
My guest today is my friend Wolfgang Hammer. Wolfgang is a successful film producer and executive who helped create House of Cards and ran several major studios, including Lionsgate, CBS Films and Miramax. He’s now building a new kind of film studio with support from Mitch Lasky ... Show More
41m 32s
Nov 4
Luca Ferrari - Building Bending Spoons - [Invest Like the Best, EP.446]
My guest today is Luca Ferrari. Luca is the co-founder and CEO of Bending Spoons, which he describes as 25 percent private equity and 75 percent technology company. Founded in 2013, Bending Spoons fully acquires and operates digital companies like Evernote, Meetup, Vimeo, and mos ... Show More
1h 20m
Apr 2025
Bret Taylor: A Vision for AI’s Next Frontier
What happens when one of the most legendary minds in tech delves deep into the real workings of modern AI? A 2-hour long masterclass that you don’t want to miss. Bret Taylor, current chairman of OpenAI, unpacks why AI is transforming software engineering forever, how founders can ... Show More
2h 8m
Sep 24
AI's Next Frontier: Privacy-Preserving Neural Networks
Jimmy Secretan, CTO of JustWin, explores the latest innovations in privacy-preserving neural networks, and explains how JustWin is leveraging AI to help small businesses win government contracts. He also explores the future directions of AI, and the impact of AI on user autonomy ... Show More
36m 44s
Sep 4
Is Google Now the AI Leader?
Google’s AI comeback is turning into something bigger. Today’s AI Daily Brief covers whether Google has taken the lead in the AI race, with multimodal breakthroughs, Gemini’s surge, and a huge antitrust win around Chrome. We also dig into Anthropic’s $13B raise at a stunning $183 ... Show More
29m 23s